| Serial Number | 86801817 |
| Word Mark | BETTERMENT INSTITUTIONAL |
| Filing Date | Wednesday, October 28, 2015 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, June 9, 2023 |
| Registration Number | 5089360 |
| Registration Date | Tuesday, November 29, 2016 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 13, 2016 |
| Goods and Services | Providing financial information and analysis in the field of personal financial investment portfolios of others |
| Disclaimer with Predetermined Text | "INSTITUTIONAL" |
| Goods and Services | Providing temporary use of on-line non-downloadable software for use by investment advisors for financial administration, management, and monitoring of investment accounts of others, and for creating reports related thereto |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, June 9, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, September 1, 2014 |
| First Use In Commerce Date | Monday, September 1, 2014 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, June 9, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, September 1, 2014 |
| First Use In Commerce Date | Monday, September 1, 2014 |
| Party Name | Betterment Holdings, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | NEW YORK, NY 10010 |
| Party Name | Betterment Holdings, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10010 |
| Party Name | Betterment Holdings, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10010 |
| Event Date | Event Description |
| Friday, June 9, 2023 | CANCELLED SEC. 8 (6-YR) |
| Monday, November 29, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, December 11, 2019 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, December 11, 2019 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, November 29, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 13, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 13, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, August 24, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, August 8, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, August 4, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, August 4, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, August 4, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, July 23, 2016 | ASSIGNED TO LIE |
| Wednesday, July 20, 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, July 20, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, February 26, 2016 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Friday, February 26, 2016 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Friday, February 26, 2016 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY |
| Friday, February 26, 2016 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Friday, February 19, 2016 | ASSIGNED TO EXAMINER |
| Monday, November 2, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, October 31, 2015 | NEW APPLICATION ENTERED |